Dynamic Forms in Salesforce | How and Where to use it ? ☁️⚡️

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  • เผยแพร่เมื่อ 16 ม.ค. 2025

ความคิดเห็น • 49

  • @jgoge9920
    @jgoge9920 3 ปีที่แล้ว +3

    Thanks! this is helpful
    6:55
    You can skip the first minutes that show how to create a custom object, and start watching at this point.

  • @chithraprakash2271
    @chithraprakash2271 2 ปีที่แล้ว +1

    Thank you, Kapil for another awesome video! Very helpful.

  • @vyshnavanantapalli7934
    @vyshnavanantapalli7934 3 ปีที่แล้ว +1

    Nice and useful video

  • @TechleadConsulting
    @TechleadConsulting ปีที่แล้ว +1

    Very good explanation Kapil sir

  • @sourabhbhattacharjee717
    @sourabhbhattacharjee717 3 ปีที่แล้ว +1

    Great information.... thanks ....

  • @sonambatra5754
    @sonambatra5754 3 ปีที่แล้ว +1

    Very nice

  • @vyshnavanantapalli7934
    @vyshnavanantapalli7934 3 ปีที่แล้ว +2

    How do we set up the field labels and field values side by side in 2 columns.
    In my org i see the field label and its respective field value below the field label.
    Can you please tell how to change that.
    For reference pls see time 11:29
    Eg:
    IsAvailable and its checkbox next to it
    But in my org i see the checkbox below the IsAvailable field label

    • @SalesforceBolt
      @SalesforceBolt  3 ปีที่แล้ว

      Is it a custom object ? What is the latest release in your org ?

    • @vyshnavanantapalli7934
      @vyshnavanantapalli7934 3 ปีที่แล้ว +1

      @@SalesforceBolt yes its a custom object and the release is Spring 21

    • @SalesforceBolt
      @SalesforceBolt  3 ปีที่แล้ว +1

      @@vyshnavanantapalli7934 it's strange. I would suggest you to share this question over the answer community so we can have few more inputs on it. You can use below link for that :
      trailblazers.salesforce.com/

    • @RAHULSHARMA-oz2qf
      @RAHULSHARMA-oz2qf 3 ปีที่แล้ว +1

      @@vyshnavanantapalli7934 I am also facing the same issue I have more than 40 fields and all are one below other, did u get any solution plz reply??? I need to align the label and value horizontally

    • @vyshnavanantapalli7934
      @vyshnavanantapalli7934 3 ปีที่แล้ว

      @@RAHULSHARMA-oz2qf yes on the right side you have the profile icon right click on that and select the compact option in the Display Density area

  • @pramodaswal1589
    @pramodaswal1589 3 ปีที่แล้ว +1

    thanks man. it was really helpful.

  • @devendrapatelujn
    @devendrapatelujn 3 ปีที่แล้ว +1

    Awesome, I have used it with quick actions, in order to show/hide some quick actions based on case status 👍

  • @royaldeal6525
    @royaldeal6525 2 ปีที่แล้ว +1

    You are a top guy

  • @thirumalareddy9822
    @thirumalareddy9822 3 ปีที่แล้ว +1

    Nice

  • @SalesforceAdam
    @SalesforceAdam 3 ปีที่แล้ว +1

    Great video - thanks!

    • @SalesforceBolt
      @SalesforceBolt  3 ปีที่แล้ว

      Glad you liked it!

    • @shambhusinghparmar9265
      @shambhusinghparmar9265 3 ปีที่แล้ว

      @@SalesforceBolt sir please help i have deleted the whole long form in dynamic forms and saved it... the fields are showing in page layout form but in app the fields are not coming its blank even i cant create new record sir how can i undo ??

  • @SFDCGirl
    @SFDCGirl 3 ปีที่แล้ว +1

    Amazing Video!

  • @deekshaverma7308
    @deekshaverma7308 2 ปีที่แล้ว +1

    If once we create dynamic form thn if we changes in page layout so why that changes are not showing dynamic form . How to disable the dynamic form ?

    • @SalesforceBolt
      @SalesforceBolt  2 ปีที่แล้ว

      Edit the page --> Delete the dynamic form component using trash icon, then go back on the left hand-side up on "Components" and drag and drop "Record Detail" instead - that will be the actual Page Layout and not Dynamic Forms.

  • @kumarik9027
    @kumarik9027 2 ปีที่แล้ว +1

    Hi,
    Can you make a video on how to add/remove rows dynamically in LWC?

    • @SalesforceBolt
      @SalesforceBolt  2 ปีที่แล้ว

      Hi, could you please elaborate what exactly are you looking for?

  • @pravallika2790
    @pravallika2790 6 หลายเดือนก่อน

    Is it possible to make visibility for specific user only not for other users(interview question asked for me)

  • @grahammcmillan8929
    @grahammcmillan8929 2 ปีที่แล้ว +1

    Thanks for this. If it's just custom fields, can the form be linked to a particular case or account? Without that, are these forms just freee-floating and not linked to anything?

    • @SalesforceBolt
      @SalesforceBolt  2 ปีที่แล้ว

      Hi there, are you looking for a specific scenario? Could you please elaborate the requirements!!

    • @grahammcmillan8929
      @grahammcmillan8929 2 ปีที่แล้ว +1

      @@SalesforceBolt well suppose the form is an intake form, if assessment form, for a particular individual contact. How do you link the form to the contact?

    • @SalesforceBolt
      @SalesforceBolt  2 ปีที่แล้ว

      @@grahammcmillan8929 I got your point, please check below article for reference : help.survicate.com/en/articles/5141347-how-to-store-your-survey-responses-in-salesforce-custom-object

  • @ashishprashar6000
    @ashishprashar6000 3 ปีที่แล้ว +1

    Can we access dynamic forms in Salesforce classic

    • @SalesforceBolt
      @SalesforceBolt  3 ปีที่แล้ว +1

      No it's only available in lightning experience !

  • @priyankamodani3519
    @priyankamodani3519 ปีที่แล้ว

    I guess it is available for standard objects also from current release, could you please confirm if we can use it on Opportunity?
    And also can we show the pop-up of a section on certain criteria in dynamic forms?

    • @kanjanas3802
      @kanjanas3802 ปีที่แล้ว

      Is it available for standard objects too??

  • @srikanthagowda6252
    @srikanthagowda6252 ปีที่แล้ว

    how to share the form to get details from customers

    • @SalesforceBolt
      @SalesforceBolt  ปีที่แล้ว

      Hi, you can make it publically available and share with your customers over email.

  • @flaviadcosta9673
    @flaviadcosta9673 3 ปีที่แล้ว

    With Dynamic forms - it is possible to see a field before saving and not after the record is saved?

    • @SalesforceBolt
      @SalesforceBolt  3 ปีที่แล้ว

      Hey are you looking for a specific scenario ? Could you please elaborate the requirement !